Bulk switching of Business Process

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I have implemented and activated a "new" Business Process. Is there a way to do a "Switch Process" in bulk to selected records?

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Mamatha Swamy 5,426 on at

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You can do that using custom code.

Check the below post for a sample

community.dynamics.com/.../how-to-change-process-and-stage-programmatically.aspx

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Aileen Gusni 44,524 on at

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Mamatha is right, using this link as your starting point.

Then, create a ribbon or workflow to trigger Javascript or Server Code behind (custom workflow activity and a workflow that can trigger plugin). You can do bulk using the ribbon as well (select all record within one page if using CRM - can be using advance find as well), otherwise you create your own page to get all of the selected record not limited in one page).

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Community Member on at

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Hi William,

If you want to switch a process for multiple records at a same time then, it is not possible through UI. To switch a process for one record,

1. Click that record to open its detail form.

2. Click the Ellipsis and then select Switch Process from the dropdown.

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Community Member on at

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I believe it's ridiculous that one has to use code for this? Surely there should be a simpler way to assign the process as default to all records, even those that have already been created. What about exporting and reimporting them?

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TeresaP 18 on at

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Hi

I know this is an old feed but you are now able to bulk update the Switch Process using a workflow and the Actions step. so no "Custom Code" needed.

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